+1,008.4%
ASX vs AR
+57.2%
+951.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.4% | -4.2% |
| 7D | +22.1% | +6.4% | +15.7% | +21.4% |
| 30D | -23.8% | +3.1% | -26.9% | -24.0% |
| 3M | -7.6% | +3.3% | -10.9% | -8.0% |
| 6M | +6.9% | +6.6% | +0.4% | +5.9% |
| YTD | +127.7% | +12.3% | +115.3% | +123.2% |
| 1Y | +144.5% | +12.3% | +132.2% | +139.6% |
| 3Y | +377.8% | +50.4% | +327.3% | +352.2% |
| 5Y | +498.2% | +101.0% | +397.2% | +447.7% |
| All | +1,008.4% | +57.2% | +951.1% | +828.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling